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Chemistry Wealth Management’s Verizon VZ Stock Holding History

Chemistry Wealth Management’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,519
Closed -$274K – 173
2024
Q1 		$274K Buy
+6,519
New +$263K 0.07% 136
2022
Q3 		– Sell
-14,944
Closed -$758K – 136
2022
Q2 		$758K Sell
14,944
-3,063
-17% -$155K 0.29% 62
2022
Q1 		$917K Buy
18,007
+9,877
+121% +$523K 0.31% 53
2021
Q4 		$422K Buy
+8,130
New +$424K 0.35% 55

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chemistry Wealth Management's VZ Position: Q2 2024 in Review

Chemistry Wealth Management sold out of Verizon (VZ) in Q2 2024, closing a stake of 6,519 shares — an estimated $274K sold.

Chemistry Wealth Management first reported a position in VZ in Q4 2021 and held it in 4 quarters. The position peaked at $917K in Q1 2022. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

  • Chemistry Wealth Management reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
  • Chemistry Wealth Management sold 6,519 Verizon shares in Q2 2024, an estimated $274K.
  • Chemistry Wealth Management first reported a position in Verizon in Q4 2021 and held it in 4 quarters.
  • Chemistry Wealth Management's Verizon position peaked at $917K in Q1 2022.
  • 2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on Chemistry Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.